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ODG
O'Dell Group’s
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
Stock Holding History
O'Dell Group’s Portfolio
SPSB Stock Details
SPSB Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-1,727
Closed
-$51.4K
–
415
2023
Q4
$51.4K
Buy
+1,727
New
+$50.8K
0.01%
199
2023
Q3
–
Sell
-1,727
Closed
-$50.8K
–
416
2023
Q2
$50.8K
Buy
+1,727
New
+$51K
0.01%
190
2022
Q4
–
Sell
-1,727
Closed
-$50K
–
349
2022
Q3
$50K
Hold
1,727
–
–
0.02%
147
2022
Q2
$51K
Sell
1,727
-6,355
-79%
-$190K
0.02%
151
2022
Q1
$244K
Buy
8,082
+11
+0.1%
+$336
0.07%
66
2021
Q4
$250K
Buy
8,071
+28
+0.3%
+$870
0.07%
63
2021
Q3
$251K
Sell
8,043
-6,287
-44%
-$197K
0.08%
63
2021
Q2
$448K
Buy
14,330
+6,319
+79%
+$198K
0.14%
46
2021
Q1
$251K
Buy
8,011
+15
+0.2%
+$470
0.09%
60
2020
Q4
$251K
Buy
+7,996
New
+$251K
0.1%
53
2020
Q1
–
Sell
-7,875
Closed
-$243K
–
54
2019
Q4
$243K
Buy
7,875
+54
+0.7%
+$1.67K
0.12%
50
2019
Q3
$241K
Buy
7,821
+43
+0.6%
+$1.32K
0.13%
47
2019
Q2
$239K
Buy
+7,778
New
+$238K
0.14%
45
Other funds holding SPSB
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Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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